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Welltower

1,415 hedge funds and large institutions have $125B invested in Welltower in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 602 increasing their positions, 406 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$461M
Puts
$354M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
1026
Certuity
Florida
$280K
CWM
1027
Challenger Wealth Management
California
$279K
HDIM
1028
Hanson & Doremus Investment Management
Vermont
$278K
KIM
1029
Kane Investment Management
California
$278K
PA
1030
Procyon Advisors
Connecticut
$277K
HP
1031
Holistic Planning
Texas
$276K
SDWMA
1032
Schneider Downs Wealth Management Advisors
Pennsylvania
$276K
CC
1033
Courier Capital
New York
$276K
FNBT
1034
FineMark National Bank & Trust
Florida
$276K
MYIA
1035
Mount Yale Investment Advisors
Colorado
$274K
AF
1036
Advisornet Financial
Minnesota
$271K
WRPWM
1037
Werba Rubin Papier Wealth Management
California
$269K
FC
1038
Fairscale Capital
New Hampshire
$269K
CWMGP
1039
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$268K
CAM
1040
Concorde Asset Management
Michigan
$268K
ODA
1041
One Degree Advisors
California
$266K
OFG
1042
Oxford Financial Group
Indiana
$266K
RWP
1043
Revolve Wealth Partners
New Jersey
$265K
SA
1044
Sovran Advisors
California
$264K
VRM
1045
Vectors Research Management
New York
$264K
JTWM
1046
Jackson Thornton Wealth Management
Alabama
$263K
IAIM
1047
International Assets Investment Management
Florida
$263K
AHL
1048
Abel Hall LLC
Louisiana
$259K
CWP
1049
Cyndeo Wealth Partners
Florida
$258K
CTA
1050
Colonial Trust Advisors
South Carolina
$258K